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Avantis Real Estate ETF

110 hedge funds and large institutions have $412M invested in Avantis Real Estate ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.59%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
15
Increased
59
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EF
1
Empowered Funds
Pennsylvania
$50.4M 1,068,858 +16,238 +2%
HIGP
2
Hill Investment Group Partners
Missouri
$29.9M 731,014 -841 -0.1%
QFA
3
Quantum Financial Advisors
California
$18.2M 386,192 +10,911 +3%
PWS
4
Physician Wealth Solutions
Nevada
$14.2M 310,991 +55,686 +22%
MWM
5
Merriman Wealth Management
Washington
$13.3M 282,232 +16,752 +6%
SWA
6
ShankerValleau Wealth Advisors
Illinois
$13.3M 281,982 -38,744 -12%
B
7
BetterWealth
California
$13.2M 281,068 +6,272 +2%
American Century Companies
8
American Century Companies
Missouri
$13.2M 280,816 +27,949 +11%
NAS
9
Nicolet Advisory Services
Wisconsin
$12.7M 274,771 -4,076 -1%
CFA
10
Capstone Financial Advisors
Illinois
$12.5M 264,568 -30,625 -10%
W
11
WorthPointe
California
$11.2M 238,403 -473 -0.2%
Corient Private Wealth
12
Corient Private Wealth
Florida
$10.3M 218,550 +788 +0.4%
PC
13
Prairiewood Capital
North Dakota
$9.52M 201,967 +1,291 +0.6%
SWM
14
Seaside Wealth Management
California
$9.1M 192,956 +7,316 +4%
AFGAS
15
Allegiance Financial Group Advisory Services
Virginia
$9.06M 192,269 +11,415 +6%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$8.77M 185,948 +4,445 +2%
LFA
17
Level Financial Advisors
New York
$7.49M 158,915 -935 -0.6%
EFN
18
Equita Financial Network
Pennsylvania
$6.98M 148,096 +16,935 +13%
Citadel Advisors
19
Citadel Advisors
Florida
$6.71M 142,358 +62,790 +79%
CCM
20
Carlson Capital Management
Minnesota
$6.69M 141,910 -36,059 -20%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$6.57M 139,311 +20,876 +18%
NB
22
Nicolet Bankshares
Wisconsin
$6.04M 128,220 +1,896 +2%
OIA
23
OneDigital Investment Advisors
Kansas
$5.75M 121,910 +158 +0.1%
Jane Street
24
Jane Street
New York
$5.4M 114,643 -84,887 -43%
SB
25
Strategic Blueprint
Georgia
$5.26M 111,485 -962 -0.9%